Harjit Matthew Singh Malhi
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003246
- Location
- Brisbane QLD 4000
- Licensee
- Provident Advisory Pty Ltd (AFSL 549697)
- Authorised since
- 22 September 2023
- First provided advice
- 2011
- Qualifications
- Bachelor of Business (Banking and Finance), Queensland University of Technology (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Harjit Matthew Singh Malhi
Harjit Matthew Singh Malhi is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003246.
The licensee Harjit advises under is Provident Advisory Pty Ltd (AFS licence 549697). The current authorisation started on 22 September 2023.
The register records 2011 as the year Harjit first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Queensland University of Technology, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2010) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Harjit is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Harjit Matthew Singh Malhi a registered financial adviser?
Yes. Harjit Matthew Singh Malhi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003246.
Which licensee does Harjit Matthew Singh Malhi work under?
Provident Advisory Pty Ltd, Australian financial services licence 549697.
What can Harjit Matthew Singh Malhi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.